+66.6%
VT vs WCC
+216.1%
-149.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.9% |
| 7D | +0.4% | +4.5% | -4.0% | -0.6% |
| 30D | +1.0% | -5.8% | +6.8% | +2.2% |
| 3M | +2.4% | -3.7% | +6.0% | +2.7% |
| 6M | +12.0% | +23.1% | -11.1% | +5.5% |
| YTD | +15.3% | +44.2% | -28.8% | +4.4% |
| 1Y | +22.6% | +62.1% | -39.5% | +7.4% |
| 3Y | +74.7% | +121.1% | -46.4% | +35.3% |
| All | +66.6% | +216.1% | -149.5% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling